Financial Planning Services

Financial Services Bulletin

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to individuals residing in states where we are currently registered. This website is not applicable to sales in the UK or any other country outside of the United States. The following is a list of states in which we are currently registered: Louisiana, California, Georgia, New Mexico, Maryland, Virginia, Florida, Mississippi, Texas and Washington.

If we are not currently registered in your state, we will not be able to disseminate investment product and services information to you at this time. Should you desire information on ways in which our company may help you with your investment needs, please feel free to email us , briefly explaining the information you desire. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we would be able to further discuss how our services may meet your needs.

Financial Planning

  • financial plan preparation
  • investment portfolio analysis
  • insurance portfolio analysis
  • estate planning
  • financial consultations

Pre-Retirement Planning

  • Pension maximization analysis
  • Pension distribution analysis
  • Retirement plan review

Investment Options for Legal Settlements

Portfolio Management Services*

Investment Brokerage Services*

  • Mutual funds*
  • Money market funds*
  • Annuities
  • Tax-sheltered annuities
  • Stocks & bonds*
  • Unit investment trusts*

Education Planning Services

  • 529 plans *
  • Coverdell Education Savings Accounts*
  • Financial Aid Advice